How to add the deal link to the email?

In this article, you will learn how to create a field to store the Deal Link and use it in an email automation.

First, we will create a field of the type: Simple Text in the desired Funnel

(Menu > Configure Funnel > New Deal Form > Add Field > Create Field)

called Deal Link:

At this point, go to Advanced Settings > Formula > Configure and insert the formula:

"app10.ploomes.com/deal/"+"[Deal.Id]" Remember: the Deal.ID field must be inserted by clicking on Fields > ID.

Tip: keeping the field in the form is optional.

Go to Administration > Automations > Workflow > New Automation and configure it as follows:

The filter will depend on the funnel/stage where you want the automation to run.

In this case, it will only work when the deal is created in the Sales funnel, but you can add other funnels or, if you prefer all of them, simply set:

Deal > Funnel > Different from > Empty

For this automation, we will use two actions.

The first one will edit the Deal Link field (the field we created earlier) with the formula we inserted into it:

The second action will send the email and insert the Deal Link field into its content.

Demonstration

The email will be received as follows:

Attention: this article is valid for other entities (such as customers, sales, proposals). You just need to reproduce the step-by-step process in the desired entity.

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